Purchases and Sales Made in Q2 2024 in Invesco ETF Tr Ii Solar ETF (TAN)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Solar ETF (TAN) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II SOLAR ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-169- 0.69% |
$6.69K - $8.28K
|
24.4K
$839K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-200- 48.66% |
$7.92K - $9.8K
|
211
$7.25K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-212- 13.87% |
$8.39K - $10.4K
|
1.32K
$45.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-218- 4.84% |
$8.63K - $10.7K
|
4.29K
$147K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
SELL
|
- |
-226- 1.45% |
$8.95K - $11.1K
|
15.4K
$529K
|
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-323- 3.05% |
$12.8K - $15.8K
|
10.3K
$353K
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-348- 2.31% |
$13.8K - $17.1K
|
14.7K
$506K
|
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-379- 6.62% |
$15K - $18.6K
|
5.35K
$184K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-401- 7.07% |
$15.9K - $19.6K
|
5.27K
$181K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-452- 34.56% |
$17.9K - $22.1K
|
856
$29.4K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-476- 17.66% |
$18.8K - $23.3K
|
2.22K
$76.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-512- 30.6% |
$20.3K - $25.1K
|
1.16K
$39.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-536- 6.24% |
$21.2K - $26.3K
|
8.06K
$277K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-663- 17.24% |
$26.2K - $32.5K
|
3.18K
$109K
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-885- 91.9% |
$35K - $43.4K
|
78
$2.68K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.07K- 3.36% |
$42.4K - $52.5K
|
30.8K
$1.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.11K- 15.37% |
$43.7K - $54.1K
|
6.09K
$209K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.2K- 56.39% |
$47.5K - $58.8K
|
928
$31.9K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.25K- 69.44% |
$49.5K - $61.3K
|
550
$18.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.26K- 18.89% |
$49.8K - $61.6K
|
5.4K
$185K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.68K- 24.84% |
$66.7K - $82.5K
|
5.1K
$175K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.72K- 16.92% |
$68.1K - $84.3K
|
8.45K
$290K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.83K- 77.89% |
$72.4K - $89.6K
|
519
$17.8K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.06K- 8.22% |
$81.4K - $101K
|
22.9K
$788K
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-2.06K- 9.91% |
$81.6K - $101K
|
18.7K
$644K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-2.88K- 9.6% |
$114K - $141K
|
27.1K
$931K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.03K- 24.76% |
$120K - $149K
|
9.22K
$317K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.12K- 5.15% |
$123K - $153K
|
57.4K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.49K- 10.2% |
$138K - $171K
|
30.7K
$1.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3.6K- 86.2% |
$143K - $177K
|
577
$19.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.62K- 11.27% |
$143K - $178K
|
28.5K
$980K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.79K- 28.6% |
$150K - $186K
|
9.47K
$325K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.92K- 53.64% |
$155K - $192K
|
3.39K
$116K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.16K- 4.52% |
$165K - $204K
|
88K
$3.02M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.51K- 26.85% |
$178K - $221K
|
12.3K
$422K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.61K- 22.96% |
$183K - $226K
|
15.5K
$532K
|
|
|
Aug 06, 2024
Q2 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-5.39K- 9.3% |
$213K - $264K
|
52.6K
$1.81M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-5.45K- 3.56% |
$216K - $267K
|
148K
$5.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.91K- 35.12% |
$234K - $290K
|
10.9K
$375K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.69K- 21.17% |
$265K - $328K
|
24.9K
$855K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.75K- 15.89% |
$307K - $380K
|
41K
$1.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-7.98K- 38.8% |
$316K - $391K
|
12.6K
$432K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.01K- 34.41% |
$317K - $393K
|
15.3K
$525K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-12.5K- 5.6% |
$495K - $612K
|
211K
$7.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.5K- 2.87% |
$496K - $613K
|
424K
$14.6M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.5K- 2.87% |
$496K - $613K
|
424K
$14.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-13.5K- 21.47% |
$536K - $664K
|
49.6K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-13.6K- 27.12% |
$540K - $669K
|
36.7K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.1K- 35.13% |
$718K - $889K
|
33.5K
$1.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-25.5K- 68.03% |
$1.01M - $1.25M
|
12K
$412K
|